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Pegasystems

243 hedge funds and large institutions have $5.01B invested in Pegasystems in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 79

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

0.76% more ownership

Funds ownership: 96.01%96.78% (+0.76%)

0% more funds holding

Funds holding: 243243 (0)

8% less capital invested

Capital invested by funds: $5.42B → $5.01B (-$416M)

35% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $16.4M

Holders
243
Holders Change
Holders Change %
0%
% of All Funds
4.25%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
30
Increased
89
Reduced
79
Closed
29
Calls
$10.7M
Puts
$16.4M
Net Calls
-$5.68M
Net Calls Change
+$9.47M
Name Holding Trade Value Shares
Change
Change in
Stake
GAAM
201
Guinness Atkinson Asset Management
California
$84K
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$81K -$1.33K -20 -2%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$79K +$1.06K +16 +1%
S
204
SignatureFD
Georgia
$68K +$133 +2 +0.2%
EVM
205
Eaton Vance Management
Massachusetts
$65K
FHA
206
First Horizon Advisors
Tennessee
$60K
PA
207
Parallel Advisors
California
$60K +$2.53K +38 +4%
AAM
208
Advisors Asset Management
Colorado
$43K +$44.8K +674 New
SPIA
209
Steward Partners Investment Advisory
New York
$38K
MCM
210
Manchester Capital Management
Vermont
$37K +$39K +586 New
PCG
211
Private Capital Group
Connecticut
$31K
CTC
212
Central Trust Company
Missouri
$30K
KFS
213
Kelly Financial Services
Massachusetts
$25.4K -$3.68M -55,276 -99%
ME
214
McIlrath & Eck
Washington
$22K
RE
215
RBC Europe
United Kingdom
$19.7K
HFA
216
HC Financial Advisors
California
$19K
HNB
217
Huntington National Bank
Ohio
$19K
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$18K +$18.1K +272 +2,267%
TWA
219
TCI Wealth Advisors
Arizona
$15K
CP
220
Corbenic Partners
Pennsylvania
$14K
TCWM
221
Total Clarity Wealth Management
Illinois
$13K +$13.3K +200 New
AWA
222
Arkadios Wealth Advisors
Georgia
$12K
EI
223
Ellevest Inc
New York
$11K -$6.79K -102 -38%
CCA
224
Column Capital Advisors
Indiana
$10K
APA
225
American Portfolios Advisors
New York
$9.4K

PEGA Hedge Fund Activity: Q3 2021 in Review

243 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q3 2021, worth a combined $5.01B — down 7.7% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PEGA positions and 29 closed out — a net gain of 1 holder — while 89 added to existing stakes and 79 trimmed.

The largest buyer was Eminence Capital, adding an estimated $45.5M. The largest seller was Luxor Capital Group, cutting an estimated $32.4M.

  • 243 institutional investors held Pegasystems (PEGA) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $5.01B of Pegasystems stock for Q3 2021, down 7.7% quarter-over-quarter.
  • 30 funds opened new Pegasystems positions in Q3 2021 and 29 closed out, a net change of +1 holder.
  • The largest Pegasystems buyer in Q3 2021 was Eminence Capital, an estimated $45.5M added.
  • The largest Pegasystems seller in Q3 2021 was Luxor Capital Group, an estimated $32.4M sold.

Based on aggregated 13F filings for Q3 2021.